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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,267 | $154,228-84.9% | $145,433-84.0% | $137,256-83.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.07% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,769 | $4,804-42.4% | $4,554-39.2% | $4,156-33.4% |
| Participant deferral / active EE | $6,896 | $8,216-16.1% | $7,897-12.7% | $6,407+7.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |